📈 Anthropic’s $517 billion shopping list

From:

Azeem Azhar, Exponential View <exponentialview@substack.com>

To:

Hidden Recipient <hidden@emailshot.io>

Date:

9/14/2026, 9:52 AM

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📈 Anthropic’s $517 billion shopping list

Plus: $300 billion chip subsidies, no jobs; a learning slump; AI decodes bio++

Azeem Azhar and Hannah Petrovic

Sep 14

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Hi,

Here’s our Monday roundup of data signals across AI, energy & markets.

Enjoy!

The state of the AI Economy

Every week, we share the latest updates on the State of the AI Economy based on our proprietary research.

We analyzed the types of claims corporates make about AI in earnings calls. Around a third are directly attributing financial impact to their implementation of AI. And these are not one-offs – companies that mention AI make an average of 6.8 separate claims, and they put numbers on 5.1 of them.

See our State of the AI Economy 2026 report for more.

📧 For advisory requests and institutional inquiries, please contact aieconomy@exponentialview.co

Monday signals

Who keeps the skill? After three months with an AI assistant, senior patent lawyers performed the same task 0.45 standard deviations better than peers who never used the assistant. Junior lawyers gained the most while using it but showed no lasting gain on average.

A growing ambition. Anthropic has signed compute agreements worth up to $517 billion in the last 11 months, compared with $180 billion in server rental through 2029 promised last December...

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